Meridian Wealth Partners’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-125,291
| Closed | -$4.52M | – | 114 |
|
|
2024
Q2 | $4.52M | Hold |
125,291
| – | – | 0.8% | 20 |
|
|
2024
Q1 | $3.98M | Sell |
125,291
-574
| -0.5% | -$18.2K | 0.72% | 20 |
|
|
2023
Q4 | $3.39M | Hold |
125,865
| – | – | 0.65% | 20 |
|
|
2023
Q3 | $2.91M | Buy |
+125,865
| New | +$2.91M | 0.61% | 20 |
|
|
2023
Q2 | – | Sell |
-115,733
| Closed | -$2.39M | – | 99 |
|
|
2023
Q1 | $2.39M | Buy |
+115,733
| New | +$2.39M | 0.52% | 21 |
|
|
2022
Q1 | – | Sell |
-11,128
| Closed | -$177K | – | 91 |
|
|
2021
Q4 | $177K | Buy |
+11,128
| New | +$177K | 0.04% | 80 |
|
|
2021
Q3 | – | Sell |
-9,172
| Closed | -$201K | – | 82 |
|
|
2021
Q2 | $201K | Buy |
9,172
+488
| +6% | +$10.7K | 0.05% | 76 |
|
|
2021
Q1 | $191K | Buy |
8,684
+4,081
| +89% | +$89.8K | 0.06% | 73 |
|
|
2020
Q4 | $160K | Hold |
4,603
| – | – | 0.07% | 71 |
|
|
2020
Q3 | $106K | Buy |
+4,603
| New | +$106K | 0.05% | 90 |
|